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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,857 | $99,343+86.1% | $84,751+118.1% | $273,968-32.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 24.82% | 22.93%+1.9pp | 22.78%+2.0pp | 41.45%-16.6pp |
| Employer contribution / active EE | $6,133 | $4,214+45.6% | $3,574+71.6% | $4,869+26.0% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,132-100.0% |